Lido Advisors, LLC Incresed Positions in Q3 2024

Lido Advisors, LLC

  • $20.3 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IBHG
Ishares Tr Ibonds 2027 Term Hi
10.8K
+ 13.77%
$21.89 - $22.6 $236K - $244K
89K $2.01M
CTVA
Corteva, Inc.

Basic Materials
3.61K
+ 24.02%
$50.72 - $58.78 $183K - $212K
18.6K $1.1M
CI
Cigna Corp

Healthcare
370
+ 4.03%
$319.12 - $367.1 $118K - $136K
9.55K $3.31M
CRMD
Cor Medix Inc.

Healthcare
18.4K
+ 64.93%
$3.64 - $8.23 $67K - $151K
46.7K $377K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
470
+ 4.0%
$201.82 - $234.36 $94.9K - $110K
12.2K $2.82M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.2K
+ 58.83%
$138.85 - $182.81 $166K - $219K
3.24K $574K
PSEC
Prospect Capital Corp

Financial Services
47.5K
+ 170.38%
$4.75 - $5.6 $226K - $266K
75.5K $404K
MPWR
Monolithic Power Systems Inc

Technology
181
+ 24.43%
$757.04 - $947.16 $137K - $171K
922 $852K
JCI
Johnson Controls International PLC

Industrials
514
+ 2.82%
$65.52 - $77.61 $33.7K - $39.9K
18.7K $1.45M
MNST
Monster Beverage Corp

Consumer Defensive
3.65K
+ 16.88%
$45.01 - $52.47 $164K - $191K
25.3K $1.32M
DPZ
Dominos Pizza Inc

Consumer Cyclical
803
+ 61.39%
$402.52 - $505.35 $323K - $406K
2.11K $908K
NVS
Novartis Ag

Healthcare
969
+ 6.86%
$106.13 - $120.89 $103K - $117K
15.1K $1.74M
DOW
Dow Inc.

Basic Materials
3.48K
+ 13.74%
$50.15 - $55.41 $175K - $193K
28.8K $1.57M
KMB
Kimberly Clark Corp

Consumer Defensive
1.07K
+ 5.71%
$135.05 - $148.35 $145K - $159K
19.8K $2.82M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.56K
+ 14.41%
$87.56 - $95.49 $137K - $149K
12.4K $1.18M
EFX
Equifax Inc

Industrials
346
+ 14.3%
$236.42 - $307.13 $81.8K - $106K
2.77K $811K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
108
+ 10.44%
$1015.62 - $1159.62 $110K - $125K
1.14K $1.32M
JLL
Jones Lang Lasalle Inc

Real Estate
13
+ 0.39%
$198.7 - $272.0 $2.58K - $3.54K
3.35K $905K
VONG
Vanguard Russell 1000 Growth E

ETFs
1.94K
+ 16.1%
$85.48 - $98.39 $166K - $191K
14K $1.35M
OKE
Oneok Inc

Energy
387
+ 2.02%
$78.62 - $95.27 $30.4K - $36.9K
19.6K $1.78M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
3.07K
+ 5.61%
$31.05 - $34.29 $95.2K - $105K
57.7K $1.98M
CFG
Citizens Financial Group Inc

Financial Services
4.05K
+ 42.43%
$35.24 - $43.24 $143K - $175K
13.6K $558K
SYY
Sysco Corp

Consumer Defensive
1.06K
+ 5.47%
$69.16 - $78.98 $73.6K - $84K
20.5K $1.6M
NMFC
New Mountain Finance Corp

Financial Services
18.3K
+ 70.35%
$11.84 - $12.5 $217K - $229K
44.4K $531K
SCHC
Schwab Strategic Tr Intl Small

ETFs
4.78K
+ 50.26%
$34.48 - $38.87 $165K - $186K
14.3K $550K
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
7.29K
+ 49.52%
$15.19 - $21.35 $111K - $156K
22K $437K
HBAN
Huntington Bancshares Inc

Financial Services
10.7K
+ 31.88%
$12.84 - $15.15 $137K - $162K
44.3K $650K
SRE
Sempra Energy

Utilities
1.21K
+ 8.56%
$74.97 - $84.04 $90.6K - $102K
15.3K $1.28M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
228
+ 0.57%
$116.79 - $133.54 $26.6K - $30.4K
40.2K $5.31M
HPQ
Hp Inc

Technology
4.68K
+ 10.65%
$32.02 - $38.11 $150K - $178K
48.6K $1.74M
IYW
Ishares Dj Us Tech ETF

ETFs
934
+ 1.65%
$133.16 - $158.73 $124K - $148K
57.6K $8.73M
AEE
Ameren Corp

Utilities
254
+ 2.31%
$70.45 - $87.46 $17.9K - $22.2K
11.3K $984K
EXPD
Expeditors International Of Washington Inc

Industrials
1.03K
+ 10.82%
$116.1 - $131.42 $120K - $136K
10.6K $1.39M
TDY
Teledyne Technologies Inc

Technology
192
+ 8.51%
$381.47 - $437.71 $73.2K - $84K
2.45K $1.07M
MCHI
Ishares Msci China ETF

ETFs
1.44K
+ 10.22%
$40.43 - $50.98 $58.1K - $73.3K
15.5K $789K
SAP
Sap Se

Technology
394
+ 10.22%
$197.21 - $231.0 $77.7K - $91K
4.25K $973K
LDOS
Leidos Holdings, Inc.

Technology
53
+ 0.49%
$142.66 - $163.02 $7.56K - $8.64K
10.9K $1.78M
MCO
Moodys Corp

Financial Services
233
+ 14.76%
$421.49 - $494.67 $98.2K - $115K
1.81K $859K
DFUS
Dimensional ETF Tr U S Equity

ETFs
2.01K
+ 9.89%
$56.04 - $62.2 $113K - $125K
22.4K $1.39M
SJM
J M Smucker CO

Consumer Defensive
881
+ 12.65%
$109.12 - $122.4 $96.1K - $108K
7.85K $950K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
178
+ 9.2%
$1024.09 - $1201.76 $182K - $214K
2.11K $2.22M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.54K
+ 5.18%
$41.02 - $46.01 $63K - $70.7K
31.2K $1.42M
FDVV
Fidelity High Dividend ETF

ETFs
1.82K
+ 7.49%
$46.26 - $50.65 $84.4K - $92.4K
26.2K $1.33M
TIP
Ishares Tr Tips Bd ETF

ETFs
689
+ 2.3%
$105.92 - $110.83 $73K - $76.4K
30.7K $3.39M
CCI
Crown Castle International Corp

Real Estate
294
+ 4.12%
$95.29 - $120.24 $28K - $35.4K
7.43K $881K
MTB
M&T Bank Corp

Financial Services
438
+ 11.33%
$146.49 - $179.85 $64.2K - $78.8K
4.3K $766K
KR
Kroger CO

Consumer Defensive
1.28K
+ 8.82%
$50.43 - $57.3 $64.4K - $73.2K
15.8K $902K
EQIX
Equinix Inc

Real Estate
81
+ 9.89%
$749.0 - $890.01 $60.7K - $72.1K
900 $798K
FCX
Freeport Mcmoran Inc

Basic Materials
2.26K
+ 4.54%
$39.52 - $51.92 $89.5K - $118K
52.1K $2.6M
Activity Summary
Buys All Purchases 676 New Holdings 131 Increased Positions 545 Sells All Sells 488 Reductions 488 Sold out 0 Options Calls 27 Puts 72
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